Client-Centric Operations Associate

Carson Wealth; Omaha (NE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

Paid time off (PTO)

Parental Leave

Sabbatical Leave

Job summary

Carson Wealth in Omaha, NE is seeking an Accounts Processing & Support Specialist to assist team members in opening and maintaining client accounts while delivering timely, high-quality service to advisors and relationship managers.

You will handle daily requests, monitor project lists, and coordinate with custodians to ensure accurate, timely completion. This role emphasizes client focus, organization, and compliance with standards.

Qualifications

• Bachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred.
• Minimum of one year of experience in the financial industry preferred.
• Proficiency with Microsoft Word, Excel, and Outlook required.
• Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred.
• Excellent interpersonal and communication skills required.

Responsibilities

• Assist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers.
• Execute daily requests while monitoring ongoing project lists and manage multiple tasks with professionalism and care.
• Coordinate with custodians, ensure accurate, timely completion, and support compliance with guidelines.
• Attend trainings and information‑sharing meetings; perform additional duties as assigned to support objectives.

Skills

Interpersonal skills

Team oriented

Client service mindset

Organization

Time management

Multitasking

Analytical skills

Troubleshooting

Attention to detail

Education

Bachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred.

Tools

Microsoft Word

Excel

Outlook

Orion

Salesforce

Job description

Carson Wealth in Omaha, NE is seeking an Accounts Processing & Support Specialist to assist team members in opening and maintaining client accounts while delivering timely, high-quality service to advisors and relationship managers.

You will handle daily requests, monitor project lists, and coordinate with custodians to ensure accurate, timely completion. This role emphasizes client focus, organization, and compliance with standards.